Alphabet price target raised to $205 from $180 at Roth Capital

Roth Capital raised the firm’s price target on Alphabet (GOOGL) to $205 from $180 and keeps a Buy rating on the shares. The stock is a “show me” story with two “monkeys on its back” – AI Search and Monopoly lawsuits, though the firm has a positive bias toward Alphabet’s AI search progress and believes that AI Cloud growth supports potential upside at the current “reasonable” valuation, the analyst tells investors in a research note. Alphabet’s fundamentals will likely remain unchanged, making the stock a “sentiment recovery play” for the second half of the year, Roth added, also calling the stock its #1 Mega Cap pick for the balance of 2025.